Advisor at Advisor Share Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Advisor Share Wealth Management, LLC
Location
Forest Lake, MN
Credentials
Series 63, Series 65
Industry experience
25 years
Richard Luckow is a financial advisor at Advisor Share Wealth Management, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cetera Wealth Services, Gradient Advisors LLC, and Virtue Capital Management. In addition to his advisory role, he has been a fixed insurance agent since 1993. Advisor Share Wealth Management serves individuals, professional advisers, and retirement plans by offering portfolio management, financial planning, and retirement plan advisory services. The firm utilizes a web-based platform to support independent advisers and implements client strategies primarily through third-party sub-advisers and model portfolios.
Based on Advisor Share Wealth Management, LLC
Based on Advisor Share Wealth Management, LLC
Financial planning fixed fees generally range from $500 to $25,000
$0+: Negotiable, generally 0.50% to 1.90% Not specified - Not specified: Platform asset-based fee ranging from 0.40% to 0.60% Not specified - Not specified: Retirement Plan Asset Management Services fees generally range from 0.50% to 1.75%, negotiable
Insurance commissions earned by firm representatives for insurance products
$250 per hour for financial planning and consulting engagements
Account minimum: $25,000 Fee-only: Financial planning fixed fees generally range from $500 to $25,000; hourly rate $250 per hour
Forest Lake, MN
Minnesota
Cetera Wealth Services, LLC
2025 - Present (1 year)
Gradient Advisors LLC
2022 - 2025 (3 years)
Virtue Capital Management, LLC
2022 - 2022 (1 year)
AllState Insurance
2017 - 2019 (2 years)
Wings Financial Credit Union
2016 - 2017 (1 year)
Self-Employed Insurance Agent
1993 - Present (33 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 66
Blaine, MN
Illumifi Wealth
CFP®, Series 63, Series 65
Spring Lake Park, MN
Right Path Financial LLC
Series 63, Series 65
Forest Lake, MN
Wealth Transitions
Series 63, Series 65, Series 66
Blaine, MN
Aquinas Capital Advisors LLC
CFP®, CFA®, Series 66
Ham Lake, MN
Drost Financial
Series 65
Blaine, MN
Triton Investments, LLC
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